Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| 1 |
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| Caterpillar Inc. Caterpillar Inc. Investment Trust · all filings | IRVING, TX | Investment manager | — | $18.5B | $571K | $0 |
| Caterpillar Inc. Caterpillar Inc. Investment Trust · all filings | IRVING, TX | Investment manager | — | $16.4B | $461K | $0 |
| Caterpillar Inc. Caterpillar Inc. Investment Trust · all filings | IRVING, TX | Investment manager | — | $13.8B | $477K | $0 |
| Liberty Mutual Group Inc. Liberty Mutual 401(k) Plan · all filings | BOSTON, MA | Investment manager | 31,562 | $11.4B | $901K | $0 |
| Liberty Mutual Group Inc. Liberty Mutual 401(k) Plan · all filings | BOSTON, MA | Investment manager | 34,618 | $10.6B | $798K | $0 |
| Liberty Mutual Group Inc. Liberty Mutual 401(k) Plan · all filings | BOSTON, MA | Investment manager | 37,052 | $8.8B | $618K | $0 |
| Pepsico, Inc. Pepsico Employees Retirement Plan I · all filings | PURCHASE, NY | Investment manager | 12,289 | $7.7B | $602K | $0 |
| Pepsico, Inc. Pepsico, Inc. Employees Retirement Plan H · all filings | PURCHASE, NY | Investment manager | 67,389 | $3.9B | $650K | $0 |
| Wellspan Health Wellspan Health Pension Trust · all filings | YORK, PA | Investment manager | — | $1.3B | $152K | $0 |
| Wellspan Health Wellspan Health Pension Trust · all filings | YORK, PA | Investment manager | — | $1.2B | $261K | $0 |
| Wellspan Health Wellspan Health Pension Trust · all filings | YORK, PA | Investment manager | — | $1.2B | $186K | $0 |
| Cottage Health Cottage Health Pension Plan · all filings | SANTA BARBARA, CA | Investment manager | 3,623 | $834.8M | $68K | $0 |
| Cottage Health Cottage Health Pension Plan · all filings | SANTA BARBARA, CA | Investment manager | 3,446 | $747.9M | $167K | $0 |
| The Coca-Cola Company The Coca-Cola Company Retiree Health Plan · all filings | ATLANTA, GA | Investment manager | 1,192 | $309.1M | $792K | $0 |
| Board of Trustees Arizona Sheet Metal Pension Trust Fund Arizona Sheet Metal Pension Trust Fund · all filings | PHOENIX, AZ | Investment manager | 604 | $108.8M | $47K | $0 |
| The Coca-Cola Company The Coca-Cola Company VEBA Trust · all filings | ATLANTA, GA | Investment manager | — | $107.0M | $832K | $0 |
| Board of Trustees Arizona Sheet Metal Pension Trust Fund Arizona Sheet Metal Pension Trust Fund · all filings | PHOENIX, AZ | Investment manager | 498 | $96.1M | $42K | $0 |
| All Roads Company The All Roads Company Retirement Savings Plan & Trust · all filings | DUNDALK, MD | Advisor / Consultant | 860 | $37.7M | $82K | $0 |
| George R. Norris LLC The All Roads Company Retirement Savings Plan & Trust · all filings | DUNDALK, MD | Advisor / Consultant | 902 | $31.9M | $65K | $0 |
| LILY Transportation Corp. LILY Transportation Corp. 401(k) Profit Sharing Plan · all filings | NEEDHAM, MA | Advisor / Consultant | 1,337 | $31.1M | $31K | $0 |
| LILY Transportation Corp. LILY Transportation Corp. 401(k) Profit Sharing Plan · all filings | NEEDHAM, MA | Advisor / Consultant | 1,317 | $26.4M | $54K | $0 |
| George R. Norris LLC The All Roads Company Retirement Savings Plan & Trust · all filings | DUNDALK, MD | Advisor / Consultant | 721 | $24.2M | $64K | $0 |
| LILY Transportation Corp. LILY Transportation Corp. 401(k) Profit Sharing Plan · all filings | NEEDHAM, MA | Advisor / Consultant | 1,224 | $21.4M | $52K | $0 |
| Sterling Bay, LLC Sterling Bay, LLC 401(k) Plan · all filings | CHICAGO, IL | Advisor / Consultant | 103 | $14.7M | $55K | $0 |
| Sterling Bay, LLC Sterling Bay, LLC 401(k) Plan · all filings | CHICAGO, IL | Advisor / Consultant | 119 | $13.3M | $43K | $0 |
